End of Month (EOM) report update to include multiple client accounts

Owned by Fiona Wilson, created
Last updated: Mar 07, 2023
1 min read

This guide has been reviewed against our global client base and classed as relevant to all regions

From AgencyCloud 12.131+, the End of Month (EOM) report will incorporate additional accounts, such as deposit and sweep accounts, as well as the primary client account

For more information on the EOM report, click here: